LRI Investments’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
17,459
-1,348
| -7% | -$70.6K | 0.08% | 114 |
|
|
2025
Q1 | $937K | Buy |
18,807
+1,348
| +8% | +$67.1K | 0.09% | 112 |
|
|
2024
Q4 | $844K | Hold |
17,459
| – | – | 0.08% | 95 |
|
|
2024
Q3 | $867K | Buy |
17,459
+15,095
| +639% | +$749K | 0.08% | 101 |
|
|
2024
Q2 | $97.2K | Hold |
2,364
| – | – | 0.01% | 386 |
|
|
2024
Q1 | $99.6K | Buy |
+2,364
| New | +$99.6K | 0.03% | 204 |
|